Clark Estates Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Clark Estates Inc. reported 97 stock positions worth $445.7 million. Its top holding was Eucldean Fundmntl Val ETF Ec (ECML) at 21.3% of the portfolio, followed by Iqvia (IQV, 5.5%) and Baxter International (BAX, 5.5%). Compared with Q1 2025, it opened 14 new positions, sold out of 11, added to 10 and reduced 10. The biggest buy was a new position in Walt Disney (DIS) and the biggest sale an exit from Dun & Bradstreet (DNB).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001056466
Portfolio Value
$445.7M (Q2 2025)
SEC Filing
0001085146-25-004781 ↗ filed Aug 11, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $607.1M Q1 2024 Q2 2024: $532.5M Q2 2024 Q3 2024: $537.3M Q3 2024 Q4 2024: $517.4M Q4 2024 Q1 2025: $472.3M Q1 2025 Q2 2025: $445.7M $445.7M Q2 2025 Q3 2025: $437.7M Q3 2025 Q4 2025: $412.1M Q4 2025 Q1 2026: $416.2M Q1 2026 Q2 2026: $433.7M Q2 2026

Holdings 97 stocks · $445.7M
ECML Eucldean Fundmntl Val ETF Ec 21.32% 3,085,507 $95.0M Reduce -2.1%
IQV Iqvia Holdings Inc. 5.49% 155,200 $24.5M Add +63.0%
BAX Baxter International Inc. 5.47% 805,000 $24.4M Add +7.3%
MDT Medtronic PLC 4.89% 250,000 $21.8M No change
SNN Smith & Nephew PLC -Spon ADR 4.64% 675,000 $20.7M Reduce -20.6%
KVUE Kenvue Inc. 4.23% 900,000 $18.8M Add +5.9%
HLN Haleon PLC-ADR 4.19% 1,800,000 $18.7M Reduce -10.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 3.48% 125,000 $15.5M New
DEO Diageo PLC-Sponsored ADR 3.28% 145,000 $14.6M Reduce -21.6%
FISV Fiserv Inc. 2.72% 70,300 $12.1M Add +177.9%
BLCO Bausch + Lomb Corp. 2.48% 850,000 $11.1M Add +36.7%
UL Unilever PLC 2.47% 180,000 $11.0M Reduce -23.4%
SONY Sony Group Corp. - SP ADR 2.34% 400,000 $10.4M Reduce -33.3%
PRKS United Parks & Resorts Inc. 1.38% 130,000 $6.1M New
AVNS Avanos Medical Inc. 1.36% 493,880 $6.0M No change
HSII Heidrick & Struggles Intl 0.69% 67,387 $3.1M No change
INDV Indivior Ltd. 0.67% 203,600 $3.0M Add +9.3%
GILD Gilead Sciences Inc. 0.65% 26,022 $2.9M No change
MO Altria Group Inc. 0.64% 48,613 $2.9M No change
NXT Nextpower Inc. filed as NEXTRACKER INC 0.61% 49,818 $2.7M Reduce -15.0%
WLY Wiley (john) & Sons Class A 0.57% 57,252 $2.6M No change
CPRX Catalyst Pharmaceuticals Inc. 0.55% 113,918 $2.5M Reduce -15.3%
MD Pediatrix Medical Group Inc. 0.55% 171,313 $2.5M Reduce -16.3%
REZI Resideo Technologies Inc. 0.54% 109,100 $2.4M No change
INCY Incyte Corp. 0.53% 34,952 $2.4M No change
SNX TD Synnex Corp. 0.53% 17,299 $2.3M No change
HALO Halozyme Therapeutics Inc. 0.52% 44,868 $2.3M No change
DELL Dell Technologies -C 0.51% 18,400 $2.3M New
VNT Vontier Corp. 0.50% 60,674 $2.2M No change
NTCT Netscout Systems Inc. 0.49% 88,912 $2.2M No change
OSK Oshkosh Corp. 0.49% 19,395 $2.2M No change
DDD 3D Systems Corp. filed as 3-D SYS CORP DEL 0.49% 1,418,614 $2.2M No change
LEA Lear Corp. 0.49% 22,941 $2.2M No change
NXST Nexstar Media Group Inc. 0.48% 12,457 $2.2M No change
ROCK Gibraltar Industries Inc. 0.46% 35,000 $2.1M New
SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD 0.46% 86,000 $2.1M New
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.46% 20,987 $2.1M No change
BBWI Bath & Body Works Inc. 0.46% 67,774 $2.0M No change
MTCH Match Group Inc. 0.45% 64,800 $2.0M No change
PFE Pfizer Inc. 0.44% 81,550 $2.0M No change
WEX Wex Inc. 0.44% 13,300 $2.0M No change
TGNA Tegna Inc. 0.44% 116,410 $2.0M No change
UPBD Upbound Group Inc. 0.43% 77,000 $1.9M No change
CTSH Cognizant Tech Solutions-A 0.43% 24,721 $1.9M No change
EXPE Expedia Group Inc. 0.43% 11,400 $1.9M New
BIIB Biogen Inc. 0.43% 15,300 $1.9M Add +29.7%
CROX Crocs Inc. 0.43% 18,960 $1.9M No change
PREMIER INC-CLASS A 0.43% 87,234 $1.9M No change
YELP Yelp Inc. 0.43% 55,600 $1.9M New
MMS Maximus Inc. 0.43% 27,138 $1.9M No change
HRMY Harmony Biosciences Holdings 0.43% 60,000 $1.9M No change
LEN Lennar Corp. Class A 0.42% 17,000 $1.9M No change
MTX Minerals Technologies Inc. 0.42% 34,100 $1.9M New
PVH PVH Corp. 0.42% 27,300 $1.9M Add +39.7%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.42% 59,200 $1.9M No change
TDC Teradata Corp. 0.42% 83,600 $1.9M No change
TAP Molson Coors Beverage Co. Class B 0.42% 38,728 $1.9M No change
TRIP Tripadvisor Inc. 0.41% 139,795 $1.8M No change
CARS Cars.com Inc. 0.41% 153,000 $1.8M New
OMC Omnicom Group 0.41% 25,200 $1.8M No change
BMY Bristol-Myers Squibb Co. 0.40% 38,800 $1.8M Add +12.3%
TFX Teleflex Inc. 0.40% 15,000 $1.8M No change
AMWD American Woodmark Corp. 0.40% 33,200 $1.8M New
ZD Ziff Davis Inc. 0.40% 58,300 $1.8M Add +35.4%
UTHR United Therapeutics Corp. 0.39% 6,100 $1.8M New
ALSN Allison Transmission Holding 0.38% 17,750 $1.7M No change
CMCSA Comcast Corp. Class A 0.35% 43,956 $1.6M No change
HPQ HP Inc. 0.35% 63,320 $1.5M No change
CNXC Concentrix Corp. 0.35% 29,142 $1.5M No change
VTRS Viatris Inc. 0.34% 171,566 $1.5M No change
KHC The Kraft Heinz Co. 0.34% 59,124 $1.5M No change
SWKS Skyworks Solutions Inc. 0.34% 20,200 $1.5M No change
BWA Borgwarner Inc. 0.32% 43,000 $1.4M No change
WU Western Union Co. 0.29% 153,024 $1.3M No change
HAL Halliburton Co. 0.28% 61,440 $1.3M No change
DXC DXC Technology Co. 0.28% 80,683 $1.2M No change
MAN Manpowergroup Inc. 0.27% 29,309 $1.2M No change
STTK Shattuck Labs Inc. 0.26% 1,475,648 $1.2M No change
XPOF Xponential Fitness Inc. Class A 0.24% 144,736 $1.1M No change
EMBC Embecta Corp. 0.23% 105,211 $1.0M No change
HELE Helen of Troy Ltd. 0.22% 34,200 $971K No change
DH Definitive Healthcare Corp. 0.21% 239,630 $935K No change
PG The Procter & Gamble Co. 0.21% 5,750 $916K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.20% 3,055 $901K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.15% 1,054 $651K No change
AAPL Apple Inc. 0.14% 3,111 $638K No change
JNJ Johnson & Johnson 0.14% 4,105 $627K No change
AMZN Amazon.com Inc. 0.12% 2,440 $535K No change
MSFT Microsoft Corp. 0.10% 853 $424K No change
VB Vanguard Most SM-Cap ETF-Usd 0.07% 1,350 $320K No change
CPNG Coupang Inc. 0.06% 9,287 $278K No change
GOOGL Alphabet Inc. Class A 0.06% 1,450 $256K Reduce -96.5%
XOM Exxon Mobil Corp. 0.05% 2,224 $240K No change
CB Chubb Ltd. 0.05% 800 $232K No change
NOW ServiceNow Inc. 0.05% 225 $231K New
JPM JPMorgan Chase & Co. 0.05% 750 $217K New
EFA iShares MSCI Eafe ETF 0.05% 2,370 $212K New

Portfolio Sells Q1 2025 → Q2 2025
DNB Dun & Bradstreet Holdings Inc. Sold out 0.00% −5.05
PM Philip Morris International Sold out 0.00% −1.69
GOOGL Alphabet Inc. Class A Reduce -96.5% 0.06% −1.30
SONY Sony Group Corp. - SP ADR Reduce -33.3% 2.34% −0.89
DEO Diageo PLC-Sponsored ADR Reduce -21.6% 3.28% −0.82
PRDO Perdoceo Education Corp. Sold out 0.00% −0.55
LNTH Lantheus Holdings Inc. Sold out 0.00% −0.52
GEHC GE Healthcare Technology Sold out 0.00% −0.51
UL Unilever PLC Reduce -23.4% 2.47% −0.49
CI The Cigna Group Sold out 0.00% −0.47
CVS CVS Health Corp. Sold out 0.00% −0.47
SNN Smith & Nephew PLC -Spon ADR Reduce -20.6% 4.64% −0.47
DOX Amdocs Ltd. Sold out 0.00% −0.47
FTDR Frontdoor Inc. Sold out 0.00% −0.33
HOG Harley-Davidson Inc. Sold out 0.00% −0.29
THRY Thryv Holdings Inc. Sold out 0.00% −0.20
HLN Haleon PLC-ADR Reduce -10.0% 4.19% −0.17
CPRX Catalyst Pharmaceuticals Inc. Reduce -15.3% 0.55% −0.14
MD Pediatrix Medical Group Inc. Reduce -16.3% 0.55% −0.08
NXT Nextpower Inc. Reduce -15.0% 0.61% +0.08
ECML Eucldean Fundmntl Val ETF Ec Reduce -2.1% 21.32% +0.88

Portfolio Buys Q1 2025 → Q2 2025
DIS The Walt Disney Co. New 3.48% +3.48
IQV Iqvia Holdings Inc. Add +63.0% 5.49% +1.93
FISV Fiserv Inc. Add +177.9% 2.72% +1.54
PRKS United Parks & Resorts Inc. New 1.38% +1.38
BLCO Bausch + Lomb Corp. Add +36.7% 2.48% +0.57
DELL Dell Technologies -C New 0.51% +0.51
ROCK Gibraltar Industries Inc. New 0.46% +0.46
SHOO Steven Madden Ltd. New 0.46% +0.46
EXPE Expedia Group Inc. New 0.43% +0.43
YELP Yelp Inc. New 0.43% +0.43
MTX Minerals Technologies Inc. New 0.42% +0.42
CARS Cars.com Inc. New 0.41% +0.41
AMWD American Woodmark Corp. New 0.40% +0.40
UTHR United Therapeutics Corp. New 0.39% +0.39
INDV Indivior Ltd. Add +9.3% 0.67% +0.30
PVH PVH Corp. Add +39.7% 0.42% +0.15
BIIB Biogen Inc. Add +29.7% 0.43% +0.09
ZD Ziff Davis Inc. Add +35.4% 0.40% +0.05
NOW ServiceNow Inc. New 0.05% +0.05
JPM JPMorgan Chase & Co. New 0.05% +0.05
EFA iShares MSCI Eafe ETF New 0.05% +0.05
BAX Baxter International Inc. Add +7.3% 5.47% +0.03
BMY Bristol-Myers Squibb Co. Add +12.3% 0.40% −0.04
KVUE Kenvue Inc. Add +5.9% 4.23% −0.09

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 90$433.7MECML, VEA, UL, DIS, AMRZ
Q1 2026 97$416.2MECML, DIS, SOLV, UL, WMG
Q4 2025 98$412.1MECML, DIS, HLN, AMRZ, SOLV
Q3 2025 99$437.7MECML, IQV, MDT, FISV, HLN
Q2 2025 97$445.7MECML, IQV, BAX, MDT, SNN
Q1 2025 94$472.3MECML, BAX, SNN, DNB, MDT
Q4 2024 92$517.4MECML, DNB, BAX, MDT, SNN
Q3 2024 90$537.3MECML, DNB, MDT, KVUE, SNN
Q2 2024 86$532.5MECML, DNB, PM, HLN, MDT
Q1 2024 88$607.1MECML, KVUE, DNB, PM, HLN